Spire Wealth Management Invesco Actively Mngd ETF Tr S Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$35.76 - $38.2 $390,141 - $416,762	-10,910 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$35.35 - $38.48 $385,668 - $419,816	10,910 New	10,910 $415,000

Others Institutions Holding PHDG

# of Institutions

49

Shares Held

2.25M

Call Options Held

0

Put Options Held

0

Asset Allocation Strategies LLC Farmington, MI

398K
Shares

$15.1 Million
5.17% of portfolio
First Premier Bank

369K
Shares

$14 Million
3.59% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$8.05 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.42 Million
3.38% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

104K
Shares

$3.94 Million
2.7% of portfolio

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
Sector ETFs
Industry ETFs

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